Purchases and Sales Made in Q2 2023 in Impact Shs Fds I Tr Naacp Mino (NACP)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Naacp Mino (NACP) during Q2 2023. The information is specifically focused on institutions that hold shares of IMPACT SHS FDS I TR NAACP MINO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
36.5KNew |
$1.04M - $1.16M
|
36.5K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.2K+ 81.05% |
$120K - $133K
|
9.38K
$396K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
480+ 3.55% |
$13.7K - $15.2K
|
14K
$590K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
146+ 0.35% |
$4.17K - $4.64K
|
41.5K
$1.75M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.66% |
$57.1 - $63.5
|
304
$12.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$57.1 - $63.5
|
689
$29K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 0.23% |
$371 - $413
|
5.67K
$239K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-86- 17.92% |
$2.45K - $2.73K
|
394
$16.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-103- 1.4% |
$2.94K - $3.27K
|
7.26K
$306K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-264- 1.73% |
$7.53K - $8.38K
|
15K
$634K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-286- 2.38% |
$8.16K - $9.08K
|
11.7K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-309- 38.15% |
$8.82K - $9.81K
|
501
$21.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-956- 4.45% |
$27.3K - $30.4K
|
20.5K
$866K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-960- 4.77% |
$27.4K - $30.5K
|
19.2K
$808K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.51K- 1.5% |
$43.2K - $48.1K
|
99.5K
$4.2M
|